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January 29, 2026

KEDM Weekly

Theme of the Week   Emerging Markets Its worth circling back on EM again. In particular, LatAm, which is waking up, is one of our main focuses given the upcoming...
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January 22, 2026

KEDM Weekly

Theme of the Week   Refiners In equities, people obsess over product launches, management changes, Fed policy pivots, and even Reddit threads, but it ultimately comes back to supply and...
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January 15, 2026

KEDM Weekly

Theme of the Week   Revisiting Private Equity It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt bros doing...
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January 8, 2026

KEDM Weekly

Theme of the Week Year-End Review Reflecting on our own year, it’s been a good year for the home team, and hopefully for our KEDM subscribers. We’ve covered a long...
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December 26, 2025

KEDM Weekly

Theme of the Week December is a month when many investor days are organized. We have been diligently tracking those investor days in our Investor Day Monitor, and we believe...
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December 18, 2025

KEDM Weekly

  We’re planning another Happy Hour this Friday. Grab a 6-pack as Kuppy sits down with Roderick (aka Roojoo) for our annual KEDM “Year-End Review” and AMA. Kuppy and Roderick...
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